3,835 hedge funds and large institutions have $411B invested in Visa in 2024 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 1,680 increasing their positions, 1,515 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,835
Holders Change
+37
Holders Change %
+0.97%
% of All Funds
55.47%
Holding in Top 10
395
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-7.49%
% of All Funds
5.71%
New
216
Increased
1,680
Reduced
1,515
Closed
132
Calls
$4.22B
Puts
$3.95B
Net Calls
+$265M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Shares
Change %
NWWA
3276
New Wave Wealth Advisors
Arkansas
$368K -$345K -1,256 -48%
HOWA
3277
Heritage Oak Wealth Advisors
Florida
$368K +$368K +1,340 New
BBNB
3278
Baker Boyer National Bank
Washington
$368K
FC
3279
Financial Council
Maryland
$366K
BBA
3280
Braun-Bostich & Associates
Pennsylvania
$365K -$62.7K -228 -15%
PFT
3281
Providence First Trust
Arizona
$365K +$15.1K +55 +4%
CL
3282
CIM LLC
New York
$365K
KFC
3283
Klingenstein Fields & Co
New York
$364K
DWS
3284
Discipline Wealth Solutions
South Carolina
$364K +$364K +1,323 New
GC
3285
Gibson Capital
Pennsylvania
$363K
SFG
3286
Seamount Financial Group
Colorado
$363K +$2.75K +10 +0.8%
KAM
3287
KEB Asset Management
Illinois
$362K +$28.6K +104 +9%
FC
3288
Fusion Capital
South Carolina
$361K -$13.5K -49 -4%
KFA
3289
Kelleher Financial Advisors
New York
$360K
NCM
3290
Next Capital Management
New York
$360K -$122K -444 -25%
FWM
3291
Finer Wealth Management
Massachusetts
$359K -$155K -563 -30%
WA
3292
Waterford Advisors
New York
$359K -$6.87K -25 -2%
OCM
3293
Orser Capital Management
Texas
$358K -$13.7K -50 -4%
PA
3294
Prism Advisors
California
$358K
EFG
3295
Embree Financial Group
Illinois
$358K +$550 +2 +0.2%
NIA
3296
NIA Impact Advisors
California
$357K -$27.5K -100 -7%
PFS
3297
Prospect Financial Services
New York
$357K +$357K +1,298 New
MA
3298
MBA Advisors
Pennsylvania
$355K +$9.07K +33 +3%
PIN
3299
Prudent Investors Network
California
$355K +$355K +1,290 New
EWS
3300
Evergreen Wealth Solutions
Pennsylvania
$353K -$12.4K -45 -3%